IA

IFP Advisors Portfolio holdings

AUM $3.88B
1-Year Est. Return 17.67%
This Quarter Est. Return
1 Year Est. Return
+17.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.45B
AUM Growth
+$77.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,164
New
Increased
Reduced
Closed

Top Buys

1
+$5.45M
2
+$4.69M
3
+$4.06M
4
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$3.3M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$2.6M

Top Sells

1
+$8.55M
2
+$5.11M
3
+$4.13M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$3.88M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$3.76M

Sector Composition

1 Technology 6.6%
2 Healthcare 5.57%
3 Financials 5.36%
4 Consumer Discretionary 4.27%
5 Industrials 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2601
$15K ﹤0.01%
+352
2602
$15K ﹤0.01%
459
2603
$15K ﹤0.01%
2,000
-584
2604
$15K ﹤0.01%
400
2605
$15K ﹤0.01%
209
+109
2606
$15K ﹤0.01%
467
+17
2607
$15K ﹤0.01%
3,000
-240
2608
$15K ﹤0.01%
600
2609
$15K ﹤0.01%
991
+7
2610
$15K ﹤0.01%
+525
2611
$15K ﹤0.01%
1,000
2612
$15K ﹤0.01%
173
+6
2613
$14K ﹤0.01%
429
-1
2614
$14K ﹤0.01%
362
-7
2615
$14K ﹤0.01%
150
2616
$14K ﹤0.01%
954
-122
2617
$14K ﹤0.01%
966
-695
2618
$14K ﹤0.01%
+825
2619
$14K ﹤0.01%
386
2620
$14K ﹤0.01%
82
-14
2621
$14K ﹤0.01%
174
-40
2622
$14K ﹤0.01%
+350
2623
$14K ﹤0.01%
+300
2624
$14K ﹤0.01%
266
-87
2625
$14K ﹤0.01%
2,115
+2,105
103 104
105
106 107